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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nila? Claim Your ProfileNila Lynn Tatum is a financial advisor with over 28 years of experience in the industry. Nila has a strong background in investment advisory services and has been registered with the Securities and Exchange Commission (SEC) since 1994. Nila currently works with The Wealth Consulting Group, an independent investment advisor firm with a strong focus on providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Nila's primary focus is on providing investment advisory services to clients through her firm, WCG Wealth Advisors, LLC. She has worked with a variety of clients, including those with retirement, college savings, and estate planning needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/27/2017 - Present
THE Wealth Consulting Group (PALM DESERT CA)
CA
06/19/2009 - 04/27/2017
NATIONAL PLANNING CORPORATION (PALM DESERT CA)
CA
02/16/2007 - 06/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO MIRAGE CA)
CA
12/06/1994 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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